WFL
USB icon

Wealth Forward LLC’s US Bancorp USB Stock Holding History

Wealth Forward LLC’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Hold
35,965
– – 1.06% 17
2025
Q4 		$1.92M Hold
35,965
– – 1.08% 17
2025
Q3 		$1.74M Hold
35,965
– – 1.01% 17
2025
Q2 		$1.63M Hold
35,965
– – 1.09% 14
2025
Q1 		$1.52M Sell
35,965
-2
-0% -$92 1.08% 14
2024
Q4 		$1.72M Hold
35,967
– – 1.21% 14
2024
Q3 		$1.64M Sell
35,967
-48
-0.1% -$2.1K 1.15% 14
2024
Q2 		$1.43M Buy
36,015
+2
+0% +$82 1.12% 13
2024
Q1 		$1.61M Hold
36,013
– – 1.27% 12
2023
Q4 		$1.56M Buy
+36,013
New +$1.32M 1.32% 12

Other funds holding USB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Forward LLC's USB Position: Q1 2026 in Review

Wealth Forward LLC held its US Bancorp (USB) position steady in Q1 2026 at 35,965 shares worth $1.87M. The position accounts for 1.06% of the portfolio, ranked #17.

Wealth Forward LLC first reported a position in USB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.92M in Q4 2025. 1,967 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • Wealth Forward LLC held 35,965 shares of US Bancorp worth $1.87M as of Q1 2026.
  • Wealth Forward LLC left its US Bancorp share count unchanged in Q1 2026.
  • US Bancorp made up 1.06% of Wealth Forward LLC's portfolio in Q1 2026, its #17 holding.
  • Wealth Forward LLC first reported a position in US Bancorp in Q4 2023 and has held it in 10 quarters since.
  • Wealth Forward LLC's US Bancorp position peaked at $1.92M in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.